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Troubleshooting 'out of balance' [in-depth guide]
Troubleshooting Guide for Out of balance issues This guide is designed to help you go beyond just finding out the last date you were in balance. Guide contents: AP aging | AR aging | Advance bill ...
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Subscribing To and From External Calendars
In order for the Project Manager/Traffic Manager to better understand the total workload of the team, Workamajig allows you to connect individual's Microsoft365 or GSuite-Calendar into the Workamaj...
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How to merge lead, contact, & company (client/vendor) records [in-depth guide]
Setup | Merge lead records | Merge contact records | Merge company recordsDo you need to merge duplicate leads, contacts, and company (client and vendor) records in Workamajig?If these records were...
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Loans [guide]
Guide contents: Setup | Workflow This guide will review best practices for managing loans in Workamajig's accounting. NOTE: This is simply a guide, as we highly suggest you discuss this with your...
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Import Matrix: Vendors
Technical Documentation Please review Importing Companies/Contacts/Leads for more info. Available Fields 1099 Box1099 FormAccepts Credit CardsAccepts VPayActiveBank Account NumberBank Routing Numbe...
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Import Matrix: Clients
Technical DocumentationPlease review Importing Companies/Contacts/Leads for more info.Available FieldsAccount ManagerAccount TeamActiveBC Commission PctBilling Address NameBilling Email ContactBill...
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Client invoices > Allow client to pay online by CC and/or by ACH [in-depth guide]
Guide contents: Workflows | Workamajig setup & use | Authorize.net setup | Authorize.net setup Multi-Currency | PayPal setup | Client process | Workamajig process | Manually process single receipt ...
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Mass Delete Using Folders
There may come a time where you want to purge multiple records from your system. This guide gives you the steps on how this can be done. Typically, this relates to a new client who is doing test im...
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Keyboard shortcuts [guide]
To open the Keyboard Shortcuts menu, press "Control + Shift + ?" (Windows), or "Command + Option + Shift + ?" (Mac), at the same time from any screen in Workamajig.It will show what actions can be ...
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Setup client login/preview client portal [in-depth guide]
System setup | Setup client login | Preview client portal | Client portal settings | Resources This guide will show you how to set up your system for your client logins and control what they can ...